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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.
Emerging Markets Debt | Fund Selector Masterclass
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Learning: Structured
Leading managers and fund selectors reveal what drives emerging markets (EM) debt outperformance beyond spread. Learn how local currency, ESG, and regional insights future-proof your portfolio and show where institutional capital is flowing for the next round of global alpha.
Fund Selector:
- Mark Rimmer, Fund Manager, Premier Miton
Speakers:
- Michael Davidson, Portfolio Manager, PIMCO
- Giulia Pellegrini, Lead Portfolio Manager, Emerging Markets Debt, Allianz Global Investors
- Diliana Deltcheva, Head of Emerging Markets Debt, Robeco
Learning outcomes:
- The importance of a top down approach in EMD investing
- Identifying and managing absolute and relative risk in portfolios
- EMD’s outperformance potential for 2026 after generating strong returns in 2025
